·
Leads and Customer Management
Maintain a data repository of
all your customer accounts,
leads and prospects. Customer
fields are all fully
customizable.
·
RFQ (Request for Quotation), RFI
(Request for Information) and
RFP (Request for Proposal)
Management
Manages RFQ, RFI and RFPs
received from customers and
maintains an always-visible
tasklist of unserviced RFQ, RFI
and RFPs. Also provides
time-escalation and
auto-reminders on unserviced
items.
·
Send quotations, proposals and
invoices directly through
integrated fax
Send your documents out through
fax via a click of a button and
maintain an audit trail of all
faxes sent for each customer
account.
·
Auto-convert all outgoing
electronic documents (invoices,
quotations, etc) into Adobe (R)
PDF format
Automatically have BusinessOne
convert all your electronic
documents into Adobe (R) PDF
format before sending them out
via e-mail.
·
Integrates with Approval system
BusinessOne integrates with an
approval system that helps carry
your quotations, proposals,
invoices along `Approval
request flows’ that you can
fully customize.
·
Sales order management
BusinessOne lets you manage
every sale order. Sales orders
can be linked to each customer
and RFQ/RFI/RFPs.
·
Invoicing with auto-reminders on
late payments
BusinessOne auto-reminds your
Finance Department when
invoicing is due, or when late
payments are due. You can even
auto-generate payment reminder
letters for preview in Microsoft
(R) Word using BusinessOne, and
have the customer details
filled-in automatically.
·
Supports all major printout
formats
BusinessOne
allows you to print out
information from your system
directly onto supported major
paper/sticker formats such as
Avery, Kokuyo, Formtec, Ero,
Aone. This provides you the
capability for bulk-printing of
information such as mailing
addresses onto sticky labels.
